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News2017-12-17T01:36:45+00:00

Geldzug: OPERA IN BEIJING – THE NATIONAL PEOPLE’S CONGRESS 2019

8 March 2019 China’s equivalent of Parliament meets in Beijing every year for a few days in March. This august body, officially called the National People’s Congress, always passes every item of legislation put in front of it by the Communist Party leadership... [read more]

By |March 8th, 2019|Categories: 2019, Geld Zug|Comments Off on Geldzug: OPERA IN BEIJING – THE NATIONAL PEOPLE’S CONGRESS 2019

Geldzug: PREPARING FOR THE CHINA CRISIS

22 February 2019 After a decade of pointing out that China was not heading for a financial crisis, we have changed our minds. Recent trends suggest that problems are building in China’s corporate bonds, small banks, and consumer loans. We think that a crisis is likely in the next two years... [read more]

By |February 28th, 2019|Categories: 2019, Geld Zug|Comments Off on Geldzug: PREPARING FOR THE CHINA CRISIS

Geldzug: YOU HAVE BEEN WARNED

21 November 2018 Here is a list of fund managers and financial regulators: Ray Dalio, founder of Bridgewater Associates, which manages USD$160 billion Paul Tudor Jones, successful hedge fund manager since 1980 The International Monetary Fund, which recently pointed out global debt has now reached 225% of GDP, beating the 2009 record of 213% Jean-Claude Trichet, head of the European [...]

By |November 21st, 2018|Categories: 2018, Geld Zug|Comments Off on Geldzug: YOU HAVE BEEN WARNED

Geldzug: FROM WEAK OWNERS TO STRONG OWNERS – ASSETS IN A BEAR MARKET

31 October 2018 Through 2018, many of our investors may well have become bored listening to our endless repetitions of the warning that a market correction was “just around the corner”. In October, the correction arrived in all major markets: the US S&P500 price index has fallen by -8.8% so far this month, the Australian S&P/ASX200 by -8.7%, the Japanese [...]

By |October 29th, 2018|Categories: 2018, Geld Zug|Comments Off on Geldzug: FROM WEAK OWNERS TO STRONG OWNERS – ASSETS IN A BEAR MARKET

Geldzug: WHEN THE BEAR TRIPS, HOW HARD DOES IT FALL?

31 October 2018 Investors will remember that we have been nagging them about the coming correction. Now that it’s here, the big question is how bad will it be. History is a good guide because, as Warren Buffett has pointed out, Mr Market keeps making the same mistakes, swinging from over-optimism to extreme pessimism and back again. The main driver [...]

By |October 29th, 2018|Categories: 2018, Geld Zug|Comments Off on Geldzug: WHEN THE BEAR TRIPS, HOW HARD DOES IT FALL?

Geldzug: WELCOME TO THE YEAR OF THE PIG… AND AFRICAN PIG FEVER

25 October 2018 2019 is the Year of the Pig. In the Chinese zodiac, the pig is regarded as peaceful and generous, but the Chinese government already has a serious problem with pigs. In addition to fighting a trade war and trying to deflate a credit bubble, it now has to deal with an outbreak of African Swine Fever. Cases [...]

By |October 25th, 2018|Categories: 2018, Geld Zug|Comments Off on Geldzug: WELCOME TO THE YEAR OF THE PIG… AND AFRICAN PIG FEVER